Home of the Retirement Geeks

FREE FINANCIAL ANALYSIS

Get a complimentary second opinion on your current financial plan, 401k/IRA, or life insurance policy.

Please select which service you are interested in:


Upcoming Events

Next workshop:
2014 Mid-Year Outlook
Date:
July 23, 2014

Read more


LegacyMONTHLY

Sign up to receive our free monthly newsletter which provides useful insight in the current markets, financial planning, investments, and life insurance.





PRIVACY POLICY

 

Advice for Life


Retirement Geeks - Let's Geek Out on your retirement and financial planning, investments and insurance.
Outlook 2014
Click to learn more about LPL Financial Advisors Wat Keys, Al Howell, Jon Dewar, and LPL Registered Assistant and CPA Dave Grubbs
Click to learn more about connecting to Retirement Geeks via social media
Wealth Vision: Use the latest in financial planning software.
Account View - Access your account from your computer, tablet or smartphone.
Junior Achievement of Eastern North Carolina

LATEST FINANCIAL NEWS

Mid-Year Outlook 2014
"Investor's Almanac Field Notes"

July 2014 - At this year's halfway point, we offer the LPL Financial Research Mid-Year Outlook2014: Investor's Almanac Field Notes containing key observations and updates to our outlook for 2014.

Mid-Year Outlook 2014

Click here to read more.

 

RECENT EVENT PHOTOS

View All Event Photos

WE CARE

LPL Employees Volunteer with Boys and Girls Club ...

July 2014 - In San Diego, 40 LPL Financial employee volunteers participated in the Boys & Girls Club of San Diego Summer Games. Over 1,200 children from more than 15 clubs joined the fun with a variety of sports and other field activities. In Charlotte, 15 employee volunteers participated in the same event with the Charlotte Boys & Girls Club. 

Click here to view pictures ...

 

ABOUT LPL FINANCIAL

Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients and through which we do "Wealth Management & Planning," gives us the tools needed to geek out on your retirement planning.  Read More ...

Watch the video below to learn more about LPL Financial

LPL Financial Video link

Today's Markets


RetirementGeek tweets




Legal | Privacy Policy | Insurance Quote | Careers | Contact Us | Staff Login | RSS | Sitemap | Download Our Brochure

©2007-2014 RetirementGeeks.com

2840 Plaza Place • Suite 206 • Raleigh, NC 27612

Toll-Free 888-854-7526 • Local 919-881-2850 • Fax 800-785-1070

info@llgfinancial.com